Who can do this: anyone who can open the list.
Product: Client Portal
Where: More → Preview list on the list
Before you share, check what your client will see: which candidates, which details, and whether CVs are visible. The preview shows the list exactly as a client sees it, without sending anything.
Open the preview
Open the list.
Click More → Preview list. Or click Share your list → Preview list.
Switch between client views
Use the bar at the top of the preview:
the list access setting, to see the list with another access level
Email verified (logged in). Avoid Email not verified (logged out): it also logs you out of Candidately.
on lists where CVs need to be requested, the CV status (for example CV not requested or CV revealed)
desktop or mobile
The preview bar
Use the bar at the top to switch the access level, the email verification and the device.
What should I check?
Candidates: only Active candidates show. Draft, Ready and Inactive ones are hidden.
Stages: clients see the stage column with counts, and the stage of each candidate.
Profile details: names, contact details and CV follow your Candidate appearance and Candidate data control settings.
Logged out: depending on the list access, clients see a Confirm your email box before they can open the list or the CVs.
Header: your branding, the list owner and Forward list.
Good to know
The preview doesn't send any email.
Opening the preview doesn't count as a client view. It doesn't show in the list's Activity.
Want to see the real client experience, emails included? Share the list with a private email address of your own. Don't use an address that will later be a Candidately user login: an email address can only belong to one account, so it could block that person's invite.
Pro tip: On lists where CVs need to be requested, switch the CV status in the preview bar between CV not requested, CV requested and CV revealed. You see what your client gets at each step.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.